Cwm, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

155344

SEC number

801-72037

Firm type

RIA

Assets under management

$50.6B as of Jun 23, 2026

Website

twitter.com/MitlinFinancial ↗

Phone

402-330-0808

Address

14600 Branch St., Omaha, NE, 68154

Advisors at this firm

494 in our index · page 2 of 10

• Shawn BaumanCRD 6225405 · Wichita, KS
  IA Registered
• Kaitlin Marie BellCRD 7350907 · Fairmont, MN
  IA RegisteredRegistration inactive
• Brian Zachary BensonCRD 7355999 · Highland Ranch, CO
  IA RegisteredRegistration inactive
• Jorrell Rawlin BlandCRD 6598488 · Hauppauge, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Stephen Thomas BogosianCRD 5099981 · Arvada, CO
  IA RegisteredRegistration inactive
• Christopher Michael BrostromCRD 5916715 · Omaha, NE
  IA RegisteredRegistration inactive
• Alexis N BushCRD 7473792 · Hagerstown, MD
  IA Registered
• Connor William ButlerCRD 7446730 · Valparaiso, IN
  IA Registered
• Jamie Marie CarrollCRD 4592870 · Amarillo, TX
  IA RegisteredRegistration inactive
• Shaun Michael CavanaghCRD 6539476 · Littleton, CO
  IA RegisteredRegistration inactive
• Thomas Roney ChaneyCRD 1589355 · Las Cruces, NM
  IA RegisteredRegistration inactive
• Wade Hamilton ChessmanCRD 2420974 · Dallas, TX
  IA Registered
  Disclosure event(s) on record
• Carolyn Thian Siewh ChohCRD 2150104 · Conshohocken, PA
  IA RegisteredBroker
• Kiho ChoiCRD 2662261 · Lake Forest, CA
  IA RegisteredBroker
• Tina Marie CicciCRD 6009822 · Foxboro, MA
  IA RegisteredBroker
• Neil L. CohenCRD 4567581 · Palatine, IL
  IA Registered
• Trent Matthew ConnorCRD 7506174 · Georgetown, TX
  IA Registered
• Scott Andrew ConroyCRD 4065534 · Omaha, NE
  IA RegisteredBroker
• James E CouzensCRD 55459 · Farmington, CT
  IA RegisteredBroker
• Jeffrey Paul CouzensCRD 2979823 · Farmington, CT
  IA RegisteredBroker
• Kelsey Marie CuljatCRD 6922203 · Omaha, NE
  IA RegisteredBroker
• James Joseph CuoratoCRD 6254052 · Doylestown, PA
  IA Registered
• Marta Elena CurryCRD 4868248 · Wichita, KS
  IA RegisteredRegistration inactive
• Scott Ernest CadwellCRD 2300483 · Ponte Verde Beach, FL
  IA RegisteredRegistration inactive
• Ashlyn Grace ClarkCRD 7680853 · Covington, KY
  IA Registered
• Dirk Johannes CoetzeeCRD 7322098 · Edmond, OK
  IA RegisteredRegistration inactive
• Landon Matheu CollinsCRD 6899123 · Baton Rouge, LA
  IA RegisteredBroker
  Disclosure event(s) on record
• John Norman DaltonCRD 4484259 · Englewood, CO
  IA Registered
• Eugene Norman DanillerCRD 2536779 · Bethesda, MD
  IA RegisteredBroker
• Michael Shane DavidCRD 2880609 · Amarillo, TX
  IA RegisteredRegistration inactive
• Jamie Nicole DecarloCRD 7715338 · Elkhorn, NE
  IA Registered
• Austin James DeleryCRD 6471099 · Baton Rouge, LA
  IA RegisteredBroker
• Gregory M DiamondCRD 4566369 · Palatine, IL
  IA RegisteredRegistration inactive
• Brent Dean DomeCRD 3203309 · Wichita, KS
  IA RegisteredRegistration inactive
• Robert Nolan DumasCRD 6011121 · Thibodaux, LA
  IA RegisteredBroker
• John Patrick DunphyCRD 2603405 · Lake Forest, CA
  IA RegisteredBroker
• Lori Jo Daff-SigginsCRD 4449107 · Warren, PA
  IA RegisteredRegistration inactive
• Mindy Jo DalrympleCRD 6741963 · Omaha, NE
  IA Registered
• Yulia DanceCRD 6353613 · Lake Mary, FL
  IA Registered
• Adam DandisCRD 7413055 · Engelwood, CO
  IA RegisteredRegistration inactive
• Cole DavidCRD 6970213 · Amarillo, TX
  IA Registered
• Nolan DavidCRD 6346112 · Amarillo, TX
  IA RegisteredRegistration inactive
• George DavisCRD 5205200 · Yuma, AZ
  IA RegisteredRegistration inactive
• Jeremy Curtis DayCRD 7218093 · Johnson City, TN
  IA RegisteredRegistration inactive
• Tricia Lynn De HaanCRD 5219013 · Pella, IA
  IA RegisteredRegistration inactive
• James A DegaetanoCRD 4568113 · Carlisle, PA
  IA RegisteredRegistration inactive
• Victor Stanley DeaneCRD 6279893 · Conshohocken, PA
  IA RegisteredBroker
• Shane Parker DentonCRD 7320018 · Omaha, NE
  IA RegisteredBroker
• Ryan DetrickCRD 4463162 · Omaha, NE
  IA RegisteredRegistration inactive
• Jackson Trey DewbreCRD 7485752 · Yuma, AZ
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.